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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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2666I think that ROST is the one to get right now. I see your view. It is weird thRyan Hess-9/5/2000
2665Mike, >>UST's risk exposure is 180 degrees different than MO's. IFreedom Fighter-9/5/2000
2664ANF -- & retail I sold a few ANF. Maybe I've sold half of my stake so fGrommit-9/4/2000
2663Re: ANF Interesting, the share price of the company recovered strongly from theDavid-9/2/2000
2662All I see is a lot fashion risk. That say nothing to how cheap the stocks are. AMichael Burry19/1/2000
2661<<A while ago, we were talking about ANF being the next GAP. Well, let'James Clarke-9/1/2000
2660UST's risk exposure is 180 degrees different than MO's. I've been poMichael Burry18/31/2000
2659Mike, Are you using the public documents? I spent a little time looking at botFreedom Fighter-8/31/2000
2658I'm sure, but it's my secret how I know. ;)Michael Burry18/31/2000
2657Mike, Warren held some UST a long time ago. (as did I) I stopped paying attentiFreedom Fighter-8/31/2000
2656I think we're learning something about Gap and fashion in retail. Basically,Michael Burry18/30/2000
2655Paul, I remember when we were first talking about the newspaper business, could cfimx-8/23/2000
2654James or anyone, Never mind. I think I've got it now. WayneFreedom Fighter-8/16/2000
2653James or anyone, I'm trying to get a better understanding of the the 13F-HRFreedom Fighter-8/16/2000
2652TWISTER!!!!! Yeessssssssssssssssss! ------------------------------- Twister, Paul Senior-8/15/2000
2651James, Some of the sales make sense to me. I've been skeptical of the valuFreedom Fighter-8/13/2000
2650According to a filing today, it seems Buffett did a lot of selling in the secondJames Clarke-8/11/2000
2649David, I agree. That's is a factor also. I'm not sure what the currentFreedom Fighter-8/5/2000
2648> "One time I got in trouble for wearing clothes that were on sale in thMoominoid-8/5/2000
2647I figure the biggest gain is big tax savings. They only pay tax once on the earnMoominoid-8/5/2000
2646Thanks JHG. I just learned something I didn't know before about AbercrombieJames Clarke-8/4/2000
2645Re: Theoretical question re: takeover value I used to be a mergers and acquisiJames Clarke-8/4/2000
2644I bought some shares of ANF; actually, they are going back to the preppy look anjhg_in_kc-8/4/2000
2643>Hey, they PAID me to leave the store! :-)))) The guard at the front won'doug5y-8/4/2000
2642>No wonder they ignore me when I walk in the store. <g> Hey, they PAIDJurgis Bekepuris-8/4/2000
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